Sungarden Investment Research is a discretionary money manager running multiple investment styles using proprietary hedged investing strategies. Sungarden invests in stocks for income/long term capital appreciation, and inverse ETF securities to hedge against major market declines.

The initial draw for Sungarden was YCharts’ ability to chart multiple data points on a stock. Thanks to YCharts, Sungarden can now collate dozens of stock metrics to calculate an automated rating score, which acts as an independent check on the firm’s stock selection process.

Click the image below to download the full case study.

Are you an investing professional?

Click here to request a live demo of YCharts Professional, our premium suite of tools and data.
Learn more about our professional products. Call (866) 965-7552 or email sales@ycharts.com.